Marks Group Wealth Management
Latest statistics and disclosures from Marks Group Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOG, AAPL, EFV, MSFT, NVDA, and represent 12.28% of Marks Group Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: GE (+$10M), NVDA (+$6.8M), EFV (+$6.0M), META (+$5.7M), ORCL (+$5.1M), MSFT, GOOGL, IEMG, CRM, AVGO.
- Started 49 new stock positions in AMD, JQUA, AEE, CNP, VLTO, PVAL, FTV, ACLX, XLG, MCK.
- Reduced shares in these 10 stocks: GOOG (-$13M), MCO (-$8.0M), MSCI (-$7.1M), SPGI (-$5.5M), MORN (-$5.3M), SAIA, FCN, FDS, CMG, CI.
- Sold out of its positions in ADBE, ADSK, BHP, IT, JBL, MORN, NVO, PAYX, POOL, Unilever. TT.
- Marks Group Wealth Management was a net seller of stock by $-30M.
- Marks Group Wealth Management has $1.0B in assets under management (AUM), dropping by -2.96%.
- Central Index Key (CIK): 0001802473
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Portfolio Holdings for Marks Group Wealth Management
Marks Group Wealth Management holds 332 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 3.3 | $35M | -26% | 111k | 313.80 |
|
| Apple (AAPL) | 3.0 | $32M | +6% | 116k | 271.86 |
|
| Ishares Tr Eafe Value Etf (EFV) | 2.4 | $25M | +31% | 349k | 71.41 |
|
| Microsoft Corporation (MSFT) | 1.8 | $19M | +32% | 40k | 483.62 |
|
| NVIDIA Corporation (NVDA) | 1.7 | $18M | +62% | 94k | 186.50 |
|
| Republic Services (RSG) | 1.6 | $17M | 79k | 211.93 |
|
|
| Meta Platforms Cl A (META) | 1.6 | $17M | +52% | 25k | 660.10 |
|
| UnitedHealth (UNH) | 1.5 | $16M | 48k | 330.11 |
|
|
| Intercontinental Exchange (ICE) | 1.5 | $16M | -12% | 97k | 161.96 |
|
| Stryker Corporation (SYK) | 1.5 | $16M | -14% | 44k | 351.47 |
|
| Ishares Core Msci Emkt (IEMG) | 1.5 | $15M | +26% | 226k | 67.22 |
|
| Ge Aerospace Com New (GE) | 1.4 | $14M | +244% | 46k | 308.03 |
|
| salesforce (CRM) | 1.2 | $13M | +31% | 49k | 264.91 |
|
| Amazon (AMZN) | 1.2 | $12M | +21% | 53k | 230.82 |
|
| Visa Com Cl A (V) | 1.1 | $12M | 34k | 350.71 |
|
|
| Nvent Electric SHS (NVT) | 1.0 | $10M | -16% | 101k | 101.97 |
|
| Curtiss-Wright (CW) | 1.0 | $10M | -13% | 19k | 551.27 |
|
| Parker-Hannifin Corporation (PH) | 1.0 | $10M | -13% | 11k | 878.96 |
|
| Emcor (EME) | 0.9 | $9.6M | -14% | 16k | 611.79 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.9 | $9.5M | +30% | 84k | 113.92 |
|
| TJX Companies (TJX) | 0.9 | $9.5M | -12% | 62k | 153.61 |
|
| Iqvia Holdings (IQV) | 0.9 | $9.2M | -15% | 41k | 225.41 |
|
| Caci Intl Cl A (CACI) | 0.9 | $8.9M | -14% | 17k | 532.81 |
|
| Becton, Dickinson and (BDX) | 0.9 | $8.9M | -16% | 46k | 194.07 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $8.8M | -10% | 14k | 627.14 |
|
| Leidos Holdings (LDOS) | 0.8 | $8.8M | -14% | 49k | 180.40 |
|
| Itt (ITT) | 0.8 | $8.7M | -12% | 50k | 173.51 |
|
| Ametek (AME) | 0.8 | $8.6M | -11% | 42k | 205.31 |
|
| General Dynamics Corporation (GD) | 0.8 | $8.5M | -13% | 25k | 336.67 |
|
| Icon SHS (ICLR) | 0.8 | $8.3M | -13% | 46k | 182.22 |
|
| Oracle Corporation (ORCL) | 0.8 | $8.1M | +165% | 42k | 194.91 |
|
| Ingersoll Rand (IR) | 0.8 | $8.0M | +4% | 101k | 79.22 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.8 | $8.0M | +9% | 31k | 258.79 |
|
| Rb Global (RBA) | 0.8 | $8.0M | -9% | 78k | 102.87 |
|
| Ss&c Technologies Holding (SSNC) | 0.8 | $8.0M | -10% | 91k | 87.42 |
|
| W.W. Grainger (GWW) | 0.8 | $8.0M | -9% | 7.9k | 1009.05 |
|
| Honeywell International (HON) | 0.8 | $7.9M | -6% | 41k | 195.09 |
|
| Palantir Technologies Cl A (PLTR) | 0.8 | $7.9M | +16% | 45k | 177.75 |
|
| Steris Shs Usd (STE) | 0.7 | $7.8M | -11% | 31k | 253.52 |
|
| Eaton Corp SHS (ETN) | 0.7 | $7.7M | -11% | 24k | 318.51 |
|
| Intuit (INTU) | 0.7 | $7.7M | -5% | 12k | 662.42 |
|
| Air Products & Chemicals (APD) | 0.7 | $7.5M | -6% | 30k | 247.02 |
|
| Franklin Electric (FELE) | 0.7 | $7.5M | -11% | 78k | 95.53 |
|
| Primerica (PRI) | 0.7 | $7.5M | -10% | 29k | 258.36 |
|
| Broadridge Financial Solutions (BR) | 0.7 | $7.4M | -9% | 33k | 223.17 |
|
| ResMed (RMD) | 0.7 | $7.4M | -10% | 31k | 240.86 |
|
| Teledyne Technologies Incorporated (TDY) | 0.7 | $7.4M | -11% | 14k | 510.73 |
|
| Union Pacific Corporation (UNP) | 0.7 | $7.3M | -10% | 32k | 231.32 |
|
| Goldman Sachs Physical Gold Unit (AAAU) | 0.7 | $7.3M | -13% | 172k | 42.55 |
|
| Texas Roadhouse (TXRH) | 0.7 | $7.3M | -9% | 44k | 166.00 |
|
| Darden Restaurants (DRI) | 0.7 | $7.3M | -8% | 40k | 184.02 |
|
| Jacobs Engineering Group (J) | 0.7 | $7.2M | -12% | 54k | 132.46 |
|
| Gra (GGG) | 0.7 | $7.0M | -10% | 85k | 81.97 |
|
| Aon Shs Cl A (AON) | 0.7 | $6.9M | -20% | 20k | 352.88 |
|
| Tractor Supply Company (TSCO) | 0.7 | $6.8M | -10% | 136k | 50.01 |
|
| Carlisle Companies (CSL) | 0.6 | $6.7M | -8% | 21k | 319.85 |
|
| Casey's General Stores (CASY) | 0.6 | $6.6M | -17% | 12k | 552.71 |
|
| Automatic Data Processing (ADP) | 0.6 | $6.6M | -9% | 26k | 257.23 |
|
| Amdocs SHS (DOX) | 0.6 | $6.5M | -10% | 81k | 80.51 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $6.5M | 9.6k | 681.93 |
|
|
| Brown & Brown (BRO) | 0.6 | $6.4M | -6% | 81k | 79.70 |
|
| Marsh & McLennan Companies | 0.6 | $6.3M | -8% | 34k | 185.52 |
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.6 | $6.3M | -18% | 119k | 52.39 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $6.2M | -10% | 23k | 268.30 |
|
| Deckers Outdoor Corporation (DECK) | 0.6 | $6.0M | -18% | 58k | 103.67 |
|
| Copart (CPRT) | 0.6 | $6.0M | -14% | 154k | 39.15 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $5.9M | +23% | 18k | 322.22 |
|
| Fair Isaac Corporation (FICO) | 0.6 | $5.8M | -23% | 3.4k | 1690.62 |
|
| Watsco, Incorporated (WSO) | 0.5 | $5.6M | -9% | 17k | 336.94 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.5 | $5.6M | +29% | 169k | 33.30 |
|
| Moody's Corporation (MCO) | 0.5 | $5.6M | -58% | 11k | 510.85 |
|
| Msci (MSCI) | 0.5 | $5.6M | -55% | 9.7k | 573.73 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $5.6M | +211% | 18k | 313.00 |
|
| Cintas Corporation (CTAS) | 0.5 | $5.5M | -17% | 29k | 188.07 |
|
| IDEXX Laboratories (IDXX) | 0.5 | $5.4M | -21% | 8.0k | 676.53 |
|
| Donaldson Company (DCI) | 0.5 | $5.2M | 59k | 88.66 |
|
|
| Monster Beverage Corp (MNST) | 0.5 | $5.2M | -21% | 68k | 76.67 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.5 | $5.0M | +9% | 80k | 62.47 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $5.0M | -3% | 9.9k | 502.65 |
|
| FactSet Research Systems (FDS) | 0.5 | $4.7M | -45% | 16k | 290.20 |
|
| Saia (SAIA) | 0.4 | $4.7M | -50% | 14k | 326.51 |
|
| Alcon Ord Shs (ALC) | 0.4 | $4.4M | -43% | 56k | 78.81 |
|
| Paycom Software (PAYC) | 0.4 | $4.2M | -15% | 27k | 159.36 |
|
| Intuitive Surgical Com New (ISRG) | 0.4 | $4.1M | -21% | 7.3k | 566.36 |
|
| FTI Consulting (FCN) | 0.4 | $4.0M | -51% | 23k | 170.83 |
|
| Cavco Industries (CVCO) | 0.4 | $3.8M | -38% | 6.4k | 590.75 |
|
| Cigna Corp (CI) | 0.4 | $3.8M | -48% | 14k | 275.23 |
|
| NVR (NVR) | 0.4 | $3.7M | -16% | 510.00 | 7292.78 |
|
| Roper Industries (ROP) | 0.4 | $3.7M | -45% | 8.3k | 445.13 |
|
| S&p Global (SPGI) | 0.4 | $3.7M | -60% | 7.0k | 522.59 |
|
| Starbucks Corporation (SBUX) | 0.3 | $3.6M | +79% | 42k | 84.21 |
|
| TransDigm Group Incorporated (TDG) | 0.3 | $3.6M | -7% | 2.7k | 1329.85 |
|
| Astrazeneca Sponsored Adr | 0.3 | $3.5M | +9% | 38k | 91.93 |
|
| Wells Fargo & Company (WFC) | 0.3 | $3.5M | +9% | 37k | 93.20 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $3.4M | +50% | 3.2k | 1069.86 |
|
| Fastenal Company (FAST) | 0.3 | $3.4M | +2% | 84k | 40.13 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $3.4M | +32% | 27k | 123.26 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $3.4M | +6% | 28k | 120.34 |
|
| Wisdomtree Tr Europe Defense F (WDEF) | 0.3 | $3.2M | +32% | 112k | 29.01 |
|
| International Business Machines (IBM) | 0.3 | $3.2M | +18% | 11k | 296.21 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $3.2M | +38% | 10k | 303.82 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $3.1M | 5.4k | 579.45 |
|
|
| Enbridge (ENB) | 0.3 | $3.1M | +12% | 65k | 47.83 |
|
| Fiserv (FI) | 0.3 | $3.0M | -8% | 45k | 67.17 |
|
| Entergy Corporation (ETR) | 0.3 | $3.0M | +11% | 32k | 92.43 |
|
| Abbott Laboratories (ABT) | 0.3 | $3.0M | +196% | 24k | 125.29 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $2.9M | 14k | 198.62 |
|
|
| Medtronic SHS (MDT) | 0.3 | $2.8M | 30k | 96.06 |
|
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.3 | $2.7M | 24k | 113.86 |
|
|
| Us Bancorp Del Com New (USB) | 0.3 | $2.7M | +8% | 51k | 53.36 |
|
| Lamar Advertising Cl A (LAMR) | 0.2 | $2.6M | +13% | 20k | 126.58 |
|
| Guggenheim Strategic Opportu Com Sbi (GOF) | 0.2 | $2.5M | 196k | 12.88 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $2.5M | +92% | 4.4k | 570.88 |
|
| Dell Technologies CL C (DELL) | 0.2 | $2.5M | -25% | 20k | 125.88 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $2.4M | 5.0k | 487.87 |
|
|
| Broadcom (AVGO) | 0.2 | $2.3M | NEW | 6.7k | 346.10 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $2.3M | 3.00 | 754800.00 |
|
|
| GSK Sponsored Adr (GSK) | 0.2 | $2.2M | +10% | 45k | 49.04 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $2.2M | 27k | 81.17 |
|
|
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.2 | $2.2M | 231k | 9.53 |
|
|
| Amgen (AMGN) | 0.2 | $2.2M | +10% | 6.6k | 327.32 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.2 | $2.2M | -24% | 34k | 64.31 |
|
| Coca-Cola Company (KO) | 0.2 | $2.1M | +10% | 30k | 69.91 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.2 | $2.1M | +4% | 82k | 25.60 |
|
| Huntington Ingalls Inds (HII) | 0.2 | $2.1M | +9% | 6.1k | 340.07 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $2.0M | +131% | 68k | 29.89 |
|
| Blackrock (BLK) | 0.2 | $2.0M | +10% | 1.9k | 1070.34 |
|
| American Tower Reit (AMT) | 0.2 | $2.0M | +36% | 11k | 175.57 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $2.0M | +304% | 1.9k | 1074.68 |
|
| Verizon Communications (VZ) | 0.2 | $2.0M | +10% | 49k | 40.73 |
|
| CenterPoint Energy (CNP) | 0.2 | $2.0M | NEW | 51k | 38.34 |
|
| Ing Global Advantage And Premium Opportunity Fund (IGA) | 0.2 | $1.9M | 200k | 9.72 |
|
|
| Duke Energy Corp Com New (DUK) | 0.2 | $1.9M | +13% | 16k | 117.21 |
|
| Genuine Parts Company (GPC) | 0.2 | $1.8M | +13% | 15k | 122.95 |
|
| Sap Se Spon Adr (SAP) | 0.2 | $1.8M | -14% | 7.6k | 242.91 |
|
| NiSource (NI) | 0.2 | $1.8M | NEW | 44k | 41.76 |
|
| Advanced Micro Devices (AMD) | 0.2 | $1.7M | NEW | 7.9k | 214.16 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.2 | $1.7M | -12% | 15k | 110.96 |
|
| Natwest Group Spons Adr (NWG) | 0.2 | $1.7M | +5% | 95k | 17.50 |
|
| Kkr & Co (KKR) | 0.2 | $1.6M | +173% | 13k | 127.48 |
|
| Fidelity National Information Services (FIS) | 0.2 | $1.6M | +12% | 24k | 66.46 |
|
| AmerisourceBergen (COR) | 0.2 | $1.6M | +620% | 4.8k | 337.75 |
|
| Wec Energy Group (WEC) | 0.2 | $1.6M | +43% | 15k | 105.46 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $1.6M | 5.5k | 290.22 |
|
|
| Ptc (PTC) | 0.2 | $1.6M | NEW | 9.2k | 174.20 |
|
| Pimco Dynamic Income SHS (PDI) | 0.2 | $1.6M | 90k | 17.71 |
|
|
| Unilever Spon Adr New (UL) | 0.1 | $1.6M | NEW | 24k | 65.40 |
|
| Ameren Corporation (AEE) | 0.1 | $1.5M | NEW | 15k | 99.86 |
|
| Banco Santander Sa Adr (SAN) | 0.1 | $1.5M | +5% | 131k | 11.73 |
|
| Gabelli Equity Trust (GAB) | 0.1 | $1.5M | 245k | 6.17 |
|
|
| Sea Sponsord Ads (SE) | 0.1 | $1.5M | +13% | 12k | 127.57 |
|
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.1 | $1.5M | 56k | 26.89 |
|
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $1.5M | +114% | 19k | 78.67 |
|
| Emerson Electric (EMR) | 0.1 | $1.5M | 11k | 132.72 |
|
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| Caterpillar (CAT) | 0.1 | $1.5M | +11% | 2.6k | 572.87 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.5M | +15% | 27k | 53.76 |
|
| Peak (DOC) | 0.1 | $1.5M | +13% | 91k | 16.08 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $1.4M | +17% | 8.3k | 173.50 |
|
| Agnico (AEM) | 0.1 | $1.4M | +125% | 8.5k | 169.52 |
|
| First Financial Corporation (THFF) | 0.1 | $1.4M | 24k | 60.42 |
|
|
| Ameriprise Financial (AMP) | 0.1 | $1.4M | 2.9k | 490.34 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.4M | +25% | 2.0k | 685.05 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.4M | 7.2k | 190.99 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.4M | -5% | 7.1k | 191.56 |
|
| Pimco High Income Com Shs (PHK) | 0.1 | $1.4M | 281k | 4.86 |
|
|
| Willis Towers Watson SHS (WTW) | 0.1 | $1.4M | NEW | 4.1k | 328.60 |
|
| Rivernorth Opprtunities Fd I (RIV) | 0.1 | $1.4M | 115k | 11.74 |
|
|
| Edison International (EIX) | 0.1 | $1.4M | +14% | 23k | 60.02 |
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| SYSCO Corporation (SYY) | 0.1 | $1.3M | +12% | 18k | 73.69 |
|
| Deere & Company (DE) | 0.1 | $1.3M | -3% | 2.8k | 465.60 |
|
| Saba Capital Income & Oprnt Shs New (BRW) | 0.1 | $1.3M | 186k | 7.01 |
|
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $1.3M | +33% | 80k | 15.86 |
|
| PPL Corporation (PPL) | 0.1 | $1.2M | NEW | 35k | 35.02 |
|
| Allspring Income Opportunit Inc Oppty Fd (EAD) | 0.1 | $1.2M | 176k | 6.78 |
|
|
| Yum! Brands (YUM) | 0.1 | $1.2M | NEW | 7.6k | 151.28 |
|
| AtriCure (ATRC) | 0.1 | $1.1M | 29k | 39.56 |
|
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.1 | $1.1M | +399% | 19k | 60.81 |
|
| Hilton Worldwide Holdings (HLT) | 0.1 | $1.1M | +38% | 3.9k | 287.25 |
|
| Eversource Energy (ES) | 0.1 | $1.1M | +9% | 16k | 67.33 |
|
| BlackRock Corporate High Yield Fund VI (HYT) | 0.1 | $1.1M | 123k | 8.90 |
|
|
| Micron Technology (MU) | 0.1 | $1.1M | -26% | 3.8k | 285.43 |
|
| BlackRock Credit All Inc Trust IV (BTZ) | 0.1 | $1.1M | 98k | 10.83 |
|
|
| SPS Commerce (SPSC) | 0.1 | $1.1M | 12k | 89.13 |
|
|
| Pgim Short Duration High Yie (ISD) | 0.1 | $1.1M | 73k | 14.47 |
|
|
| Relx Sponsored Adr (RELX) | 0.1 | $1.0M | -3% | 26k | 40.42 |
|
| Cbre Group Cl A (CBRE) | 0.1 | $1.0M | +4% | 6.4k | 160.79 |
|
| Argenx Se Sponsored Adr (ARGX) | 0.1 | $1.0M | -31% | 1.2k | 840.95 |
|
| Canadian Natural Resources (CNQ) | 0.1 | $1.0M | NEW | 30k | 33.85 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $1.0M | +8% | 15k | 67.13 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $994k | 1.6k | 614.31 |
|
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| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.1 | $989k | NEW | 22k | 45.57 |
|
| Sprott Asset Management Physical Gold An (CEF) | 0.1 | $965k | 21k | 45.80 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $945k | 7.9k | 120.18 |
|
|
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.1 | $944k | +15% | 49k | 19.14 |
|
| Cytokinetics Com New (CYTK) | 0.1 | $926k | NEW | 15k | 63.54 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $924k | +3% | 5.0k | 185.56 |
|
| T Rowe Price Etf Cap Appreciation (TCAF) | 0.1 | $917k | NEW | 24k | 38.22 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $912k | 1.1k | 862.36 |
|
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $898k | +72% | 5.8k | 154.80 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $890k | +24% | 19k | 45.89 |
|
| Ryanair Holdings Sponsored Adr (RYAAY) | 0.1 | $873k | NEW | 12k | 72.19 |
|
| 3M Company (MMM) | 0.1 | $870k | +6% | 5.4k | 160.09 |
|
| Spdr Series Trust State Street Spd (SPYM) | 0.1 | $863k | NEW | 11k | 80.22 |
|
| Goldman Sachs (GS) | 0.1 | $822k | 935.00 | 879.00 |
|
|
| Celestica (CLS) | 0.1 | $807k | 2.7k | 295.64 |
|
|
| Heico Corp Cl A (HEI.A) | 0.1 | $802k | 3.2k | 252.43 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $780k | 1.6k | 480.57 |
|
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.1 | $777k | NEW | 13k | 59.28 |
|
| Johnson & Johnson (JNJ) | 0.1 | $772k | -5% | 3.7k | 206.95 |
|
| Ferrari Nv Ord (RACE) | 0.1 | $757k | +4% | 2.0k | 369.56 |
|
| Ge Vernova (GEV) | 0.1 | $719k | +11% | 1.1k | 653.50 |
|
| First Tr Exchange-traded A Com Shs (FTC) | 0.1 | $709k | 4.4k | 159.88 |
|
|
| Vulcan Materials Company (VMC) | 0.1 | $699k | 2.5k | 285.22 |
|
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.1 | $688k | NEW | 11k | 63.18 |
|
| Tesla Motors (TSLA) | 0.1 | $680k | 1.5k | 449.72 |
|
|
| Ishares Tr Esg Optimized (SUSA) | 0.1 | $680k | 4.9k | 139.34 |
|
|
| Keurig Dr Pepper (KDP) | 0.1 | $679k | NEW | 24k | 28.01 |
|
| Linde SHS (LIN) | 0.1 | $670k | -26% | 1.6k | 426.36 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $664k | +5% | 6.4k | 104.07 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $661k | -3% | 4.1k | 160.97 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $651k | NEW | 4.8k | 135.14 |
|
| Walt Disney Company (DIS) | 0.1 | $647k | -2% | 5.7k | 113.77 |
|
| Markel Corporation (MKL) | 0.1 | $638k | 297.00 | 2149.65 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $638k | 22k | 29.61 |
|
|
| General Mills (GIS) | 0.1 | $631k | +13% | 14k | 46.50 |
|
| O'reilly Automotive (ORLY) | 0.1 | $630k | 6.9k | 91.21 |
|
|
| Proto Labs (PRLB) | 0.1 | $610k | 12k | 50.59 |
|
|
| McKesson Corporation (MCK) | 0.1 | $609k | NEW | 742.00 | 820.29 |
|
| Pacer Fds Tr Emrg Mkt Cash (ECOW) | 0.1 | $605k | NEW | 25k | 24.40 |
|
| Target Corporation (TGT) | 0.1 | $602k | +5% | 6.2k | 97.75 |
|
| Danaher Corporation (DHR) | 0.1 | $597k | NEW | 2.6k | 228.92 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $571k | +2% | 1.4k | 396.31 |
|
| Workday Cl A (WDAY) | 0.1 | $570k | NEW | 2.7k | 214.78 |
|
| Live Nation Entertainment (LYV) | 0.1 | $544k | +14% | 3.8k | 142.50 |
|
| Xcel Energy (XEL) | 0.1 | $533k | 7.2k | 73.86 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $532k | +2% | 1.1k | 473.30 |
|
| Amplify Etf Tr Amplify Etho Cli (ETHO) | 0.1 | $528k | 8.1k | 65.30 |
|
|
| MercadoLibre (MELI) | 0.0 | $520k | 258.00 | 2014.26 |
|
|
| Martin Marietta Materials (MLM) | 0.0 | $501k | +2% | 805.00 | 622.68 |
|
| Procter & Gamble Company (PG) | 0.0 | $471k | +3% | 3.3k | 143.29 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $468k | -3% | 13k | 36.54 |
|
| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.0 | $457k | 10k | 45.40 |
|
|
| Ufp Industries (UFPI) | 0.0 | $455k | 5.0k | 91.05 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $453k | -3% | 6.2k | 73.48 |
|
| Pepsi (PEP) | 0.0 | $450k | +3% | 3.1k | 143.50 |
|
| Victory Portfolios Ii Core Intermediat (UITB) | 0.0 | $444k | 9.4k | 47.35 |
|
|
| Fidelity Covington Trust Momentum Factr (FDMO) | 0.0 | $434k | NEW | 5.2k | 83.96 |
|
| First Tr Exchange-traded Indxx Nextg Etf (NXTG) | 0.0 | $431k | 4.0k | 107.77 |
|
|
| Wal-Mart Stores (WMT) | 0.0 | $430k | -2% | 3.9k | 111.41 |
|
| United Parcel Service CL B (UPS) | 0.0 | $428k | 4.3k | 99.20 |
|
|
| Home Depot (HD) | 0.0 | $427k | -7% | 1.2k | 344.11 |
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $423k | +33% | 1.9k | 223.23 |
|
| Cisco Systems (CSCO) | 0.0 | $417k | -9% | 5.4k | 77.03 |
|
| CoStar (CSGP) | 0.0 | $416k | +17% | 6.2k | 67.24 |
|
| Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.0 | $410k | +18% | 4.1k | 101.07 |
|
| Fortive (FTV) | 0.0 | $409k | NEW | 7.4k | 55.21 |
|
| Fifth Third Ban (FITB) | 0.0 | $406k | -10% | 8.7k | 46.81 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $401k | NEW | 828.00 | 483.67 |
|
| Waters Corporation (WAT) | 0.0 | $400k | NEW | 1.1k | 379.83 |
|
| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.0 | $399k | +2% | 6.0k | 66.43 |
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $395k | NEW | 4.0k | 99.78 |
|
| Gilead Sciences (GILD) | 0.0 | $387k | NEW | 3.2k | 122.76 |
|
| Bank of America Corporation (BAC) | 0.0 | $386k | +15% | 7.0k | 55.00 |
|
| Select Sector Spdr Tr State Street Rea (XLRE) | 0.0 | $380k | +9% | 9.4k | 40.35 |
|
| Waste Connections (WCN) | 0.0 | $380k | NEW | 2.2k | 175.36 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $376k | -3% | 16k | 23.31 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $375k | +10% | 977.00 | 383.32 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $372k | 3.7k | 99.91 |
|
|
| McDonald's Corporation (MCD) | 0.0 | $369k | 1.2k | 305.63 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $369k | 1.7k | 217.06 |
|
|
| Apogee Enterprises (APOG) | 0.0 | $364k | 10k | 36.41 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $360k | -90% | 9.7k | 37.00 |
|
| Tyler Technologies (TYL) | 0.0 | $359k | +31% | 791.00 | 453.95 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $357k | NEW | 7.8k | 46.04 |
|
| Bentley Sys Com Cl B (BSY) | 0.0 | $343k | NEW | 9.0k | 38.16 |
|
| Abbvie (ABBV) | 0.0 | $343k | 1.5k | 228.49 |
|
|
| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 0.0 | $343k | 9.3k | 36.82 |
|
|
| Comfort Systems USA (FIX) | 0.0 | $337k | 361.00 | 932.72 |
|
|
| Strategic Trust Running Gwth Etf (RUNN) | 0.0 | $325k | -17% | 9.7k | 33.34 |
|
| Doordash Cl A (DASH) | 0.0 | $319k | NEW | 1.4k | 226.48 |
|
| Intel Corporation (INTC) | 0.0 | $318k | +29% | 8.6k | 36.90 |
|
| Manulife Finl Corp (MFC) | 0.0 | $317k | -2% | 8.7k | 36.28 |
|
| Chevron Corporation (CVX) | 0.0 | $317k | +9% | 2.1k | 152.41 |
|
| Haleon Spon Ads (HLN) | 0.0 | $315k | -2% | 31k | 10.11 |
|
| Expeditors International of Washington (EXPD) | 0.0 | $296k | -8% | 2.0k | 149.00 |
|
| Arcellx Common Stock (ACLX) | 0.0 | $295k | NEW | 4.5k | 65.20 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $295k | -4% | 3.1k | 95.35 |
|
| Morgan Stanley Com New (MS) | 0.0 | $294k | 1.7k | 177.50 |
|
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $292k | 3.7k | 80.03 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $292k | 941.00 | 310.24 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.0 | $289k | 2.5k | 114.50 |
|
|
| Nrg Energy Com New (NRG) | 0.0 | $288k | 1.8k | 159.24 |
|
|
| Zai Lab Adr (ZLAB) | 0.0 | $287k | 16k | 17.64 |
|
|
| Biontech Se Sponsored Ads (BNTX) | 0.0 | $284k | NEW | 3.0k | 95.20 |
|
| Lpl Financial Holdings (LPLA) | 0.0 | $283k | +7% | 793.00 | 357.17 |
|
| Netflix (NFLX) | 0.0 | $280k | +1153% | 3.0k | 93.76 |
|
| Nice Sponsored Adr (NICE) | 0.0 | $274k | NEW | 2.4k | 113.04 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $272k | +100% | 1.9k | 143.97 |
|
| Gxo Logistics Incorporated Common Stock (GXO) | 0.0 | $269k | 5.1k | 52.64 |
|
|
| Merck & Co (MRK) | 0.0 | $268k | -6% | 2.5k | 105.26 |
|
| American Express Company (AXP) | 0.0 | $268k | NEW | 724.00 | 369.95 |
|
| Aurora Innovation Class A Com (AUR) | 0.0 | $265k | NEW | 69k | 3.84 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $263k | +119% | 5.9k | 44.71 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $260k | 5.1k | 50.79 |
|
|
| Ishares Tr Us Infrastruc (IFRA) | 0.0 | $259k | 4.9k | 52.62 |
|
|
| Fortrea Hldgs Common Stock (FTRE) | 0.0 | $259k | -40% | 15k | 17.25 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $248k | +9% | 1.8k | 137.87 |
|
| Netease Sponsored Ads (NTES) | 0.0 | $247k | -3% | 1.8k | 137.62 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $246k | +7% | 1.5k | 161.63 |
|
| Citigroup Com New (C) | 0.0 | $243k | -5% | 2.1k | 116.69 |
|
| CommVault Systems (CVLT) | 0.0 | $242k | 1.9k | 125.36 |
|
|
| Domino's Pizza (DPZ) | 0.0 | $241k | 579.00 | 416.82 |
|
|
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $237k | NEW | 1.5k | 160.83 |
|
| Credicorp (BAP) | 0.0 | $237k | -3% | 824.00 | 287.00 |
|
| Entegris (ENTG) | 0.0 | $229k | 2.7k | 84.25 |
|
|
| Lennar Corp Cl A (LEN) | 0.0 | $228k | 2.2k | 102.81 |
|
|
| NetApp (NTAP) | 0.0 | $226k | 2.1k | 107.09 |
|
|
| Service Corporation International (SCI) | 0.0 | $219k | NEW | 2.8k | 77.97 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $218k | -66% | 583.00 | 373.44 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $217k | NEW | 2.8k | 77.02 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $215k | NEW | 640.00 | 335.27 |
|
| Philip Morris International (PM) | 0.0 | $213k | NEW | 1.3k | 160.40 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $212k | NEW | 988.00 | 214.69 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $211k | 545.00 | 386.85 |
|
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.0 | $208k | 2.1k | 98.51 |
|
|
| Marvell Technology (MRVL) | 0.0 | $205k | -8% | 2.4k | 84.99 |
|
| At&t (T) | 0.0 | $202k | NEW | 8.1k | 24.84 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $200k | NEW | 2.3k | 86.25 |
|
| Ccc Intelligent Solutions Holdings (CCC) | 0.0 | $120k | 15k | 7.95 |
|
|
| Sleep Number Corp (SNBR) | 0.0 | $85k | NEW | 10k | 8.46 |
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $77k | 11k | 7.32 |
|
|
| Obsidian Energy (OBE) | 0.0 | $61k | NEW | 10k | 6.13 |
|
Past Filings by Marks Group Wealth Management
SEC 13F filings are viewable for Marks Group Wealth Management going back to 2019
- Marks Group Wealth Management 2025 Q4 filed Feb. 11, 2026
- Marks Group Wealth Management 2025 Q3 filed Nov. 10, 2025
- Marks Group Wealth Management 2025 Q2 filed July 22, 2025
- Marks Group Wealth Management 2025 Q1 filed May 1, 2025
- Marks Group Wealth Management 2024 Q4 filed Jan. 29, 2025
- Marks Group Wealth Management 2024 Q3 filed Oct. 30, 2024
- Marks Group Wealth Management 2024 Q2 filed Aug. 14, 2024
- Marks Group Wealth Management 2024 Q1 filed April 29, 2024
- Marks Group Wealth Management 2023 Q4 filed Feb. 1, 2024
- Marks Group Wealth Management 2023 Q3 filed Oct. 30, 2023
- Marks Group Wealth Management 2023 Q2 filed July 19, 2023
- Marks Group Wealth Management 2023 Q1 filed May 3, 2023
- Marks Group Wealth Management 2022 Q4 filed Feb. 6, 2023
- Marks Group Wealth Management 2022 Q3 filed Nov. 14, 2022
- Marks Group Wealth Management 2022 Q2 filed Aug. 9, 2022
- Marks Group Wealth Management 2022 Q1 filed May 10, 2022